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Seeking advice
Seeking advice

Need advice on something sales related?
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Linking multiple Organizations to a Deal

Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal.  There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform.

Thanks for your feedback!
Richard

Transfer contacts to leads.

Hello there. I created deals on the contacts i have in pipedrive but they are actualy leads. This was done before the Leads function. How can i transfer the contacts from the deals to leads, WITHOUT import and the possibility of creating dupicate contacts?

Outlook Sync - Private Appointments

I have two-way sync between Pipedrive and my Outlook calendar.  It seems that if I have an appointment marked as private in Outlook, it should be hidden from other users in Pipedrive, regardless of user visibility status.  Has anyone looked into this?

Email Attachments

Hi everyone 

if you are emailing a customer from a deal 

and you what to attach a file that is also in that deal 

how do you do it with out downloading it first ? 

I have tried to drag but it doesn't work for me